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T. 020 8133 2344
info@richmondwealth.co.uk

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Full-time Administrative Assistant - Position Available
16 August 2017

Full-time Administrative Assistant - Position Available

Role Required: Administrative Assistant – full time (temp to perm)

Salary: Competitive

Location: 10 High Street, Holywood, Co. Down.

Purpose of the role

To assist in providing administrative support to the Senior Partner and a team of advisers, based in busy Holywood practice.

Skills and knowledge

Ideally be working towards CII Certificate in Financial Planning.

Minimum of 1 year’s experience in Financial Services Administration

Excellent IT skills

Excellent communication skills

A basic knowledge of pensions, protection and investments would be advantageous

Responsibilities will include:

Assisting advisers in their preparation for meetings, e.g. valuations and other documentation

Preparation of quotes and illustrations

New business tracking, processing and logging

Scanning and saving of client documentation to ensure accurate client data is held

Assisting with Management Information reports – fees / new business / adviser activity

To be a point of contact for clients, providers and advisers

Summary

The successful candidate will be enthusiastic, and quick to learn. They will have high accuracy levels, and will be able to organise their tasks and prioritise appropriately. Excellent interpersonal skills are essential. We offer a clearly defined career path to Chartered Financial Planner status, that we encourage you to take advantage of, with study and exam support provided.

The position may be made permanent for the right candidate, after the initial temporary period.

If you are interested, please send your current CV to Lesley via careers@richmondwealth.co.uk.

by Chris Bryans